Three other longtime Google scientists will join Jeff Dean to launch Discovery Loop, which will apply automated AI research to drug design and other challenges.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Google has discussed a potential talent deal with Mechanize, which trains AI agents to code. Coding agents are one of the hottest use cases for AI right now.
OpenAI, Anthropic, and Google met in D.C. on Tuesday to assess Trump's AI model review framework.
SpaceX doubled its revenue compared to last year, in large part thanks to the growth of its Starlink satellite internet service and deals it struck to rent out computing power to Anthropic and Google, the company revealed in its first quarterly earnings since going public.
I keep buying Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) every time Wall Street throws a fit over its AI spending, and the July earnings reaction was the loudest invitation yet.
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Alphabet Inc. receives a reiterated Strong Buy rating, driven by aggressive CapEx and accelerating AI/cloud growth. GOOGL posted 24% YoY revenue growth to $119.8B and 160 bps margin expansion, with cloud revenues surging 82% YoY. Management raised full-year CapEx guidance to $195–205B, emphasizing long-term returns despite near-term free cash flow turning negative.
Alphabet maintains robust momentum, with Q2 2026 revenues up 24% YoY and strong outperformance versus analyst expectations. Google Cloud accelerated to 82% YoY growth and boasts a $514 billion backlog, supporting continued aggressive CapEx despite negative FCF. Operating margins expanded across segments, driven by efficiency gains, high-margin subscriptions, and Gemini Enterprise adoption among 90% of Fortune 100 firms.
Alphabet (GOOG) is well positioned to outperform the market, as it exhibits above-average growth in financials.
The Trump administration has invited workers from tech giants including Anthropic, OpenAI and Google to the White House to review new AI oversight framework, a source told The Post.
At $356.13, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) looks meaningfully undervalued.